Allcargo Logistics Limited has informed the Exchange regarding a press release dated August 12, 2025, titled "Prese release of Unaudited Standalone and Consolidated financial results for June 30,2025".
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Awaiting price reaction for this filing.
Allcargo Logistics reported its Q1FY26 results, posting EBITDA of ₹103 crore, a 19% decline from the previous quarter. Profit after tax was hit hard by a notional foreign exchange loss of ₹82.78 crore. LCL volume grew 3% sequentially to 2.14 million CBM, and FCL volume rose 6% to 168K TEUs, while air freight volumes fell 14% QoQ. The Contract Logistics business was a bright spot with revenue up 49% year-on-year and EBITDA up 29%. The Express business (GESCPL) reported revenue of ₹357 crore, down 7% QoQ, but its EBITDA improved 18% to ₹14 crore. The company noted that international trade remained weak due to geopolitical issues but expects a rebound from July 2025 with the festive season.
Shareholders should note the sharp PAT hit from a one-time notional FX loss despite decent operational performance, especially in Contract Logistics. The ongoing composite scheme of arrangement (ISC demerger and merger of Express & Contract Logistics businesses) could reshape the company structure in 1-2 months and is worth watching closely.